FESGX Mutual Fund

FESGX Mutual Fund

NAV$84.18
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Returns Overview

1 Month
+1.95%
3 Months
+0.57%
6 Months
+2.49%
YTD
+7.59%
1 Year
+13.32%
3 Years (annualized)
+19.54%
5 Years (annualized)
+10.33%
10 Years (annualized)
+9.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FESGX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+7.59%
Peer Avg (YTD)
+5.74%
vs Peers
+1.85%

FESGX Mutual Fund Performance

FESGX performance across multiple time periods: 1-month 1.95%, YTD 7.59%, 1-year 13.32%, 3-year 19.54%, 5-year 10.33%, 10-year 9.13%.

FESGX returns outperform the peer average of 5.74% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

FESGX vs another fund shows side-by-side returns. FESGX alternatives are available in the Mutual Fund Screener.